Recently CNN.co.jp reported the following:
ｉＰｈｏｎｅの販売が急減、中国市場で苦戦
2024.04.16 Tue posted at 12:46 JST
（ＣＮＮ） 米アップルのスマートフォン「ｉＰｈｏｎｅ（アイフォーン）」の２０２４年１～３月期の出荷台数が前年同期比で１０％減少したことがわかった。調査会社ＩＤＣが明らかにした。ｉＰｈｏｎｅの販売は中国市場で大きく落ち込んでいる。
アップルは中国市場で勢いを失っている。中国国内のナショナリズムや厳しい景気、競争の激化などが過去数カ月、アップルにとって打撃となった。
ＩＤＣの調査ディレクター、ナビラ・ポパル氏はＣＮＮの取材に対し、「アップルにとっては大きな落ち込みだが、過去４年間の状況を考えると、アップルは恐らく最も回復力のあるブランドであり、他のブランドよりもサプライチェーン（供給網）の問題やマクロ経済的な課題を克服してきた」と述べた。
韓国のサムスン電子が１２年間にわたって、スマートフォン市場で業界の首位にいたが、アップルが昨年、その座を奪っていた。しかし、わずか１四半期で、サムスンが再び首位に返り咲いた。
これは、アンドロイドのほうが過去数年、大きな落ち込みをみせていたため、現在は成長の余地がより多くあるためだ。
ＩＤＣによれば、全体では１～３月期の世界のスマートフォンの出荷台数は前年同期比７．８％増の約２億８９００万台だった。このことは、スマートフォン市場が過去２年のマクロ経済的な苦境を乗り越えて再浮上しつつあることを示している。
サムスンの市場シェアは約２０．８％。アップルが同１７．３％で続く。中国の小米科技（シャオミ）は同１４．１％だった。
ＩＤＣは最新の報告書の中で、アップルとサムスンが引き続き市場で支配的な地位を維持するとの見方を示しているが、小米科技や華為技術（ファーウェイ）といった中国勢の復活も続く可能性が高い。かつてはアップルを検討した中国の消費者は今、中国のブランドに目を向けている。
中国はアップルにとって依然として重要で、米国に次ぐ最大の市場。アップルは売り上げを伸ばそうと、中国で値引き販売を行っている。
Translation
(CNN) It had been revealed that shipments of Apple's smartphone "iPhone" in the January-March period of 2024 decreased by 10% compared to the same period last year. This was revealed by research company IDC. The iPhone sales had fallen sharply in the Chinese market.
Apple was losing momentum in the Chinese market. Domestic
nationalism in China, a tough economy and increased competition had all hurt
Apple in the past few months.
Nabila Popal, research director at IDC, told CNN that "It's a big drop for Apple, but given the way things have been over the last four years, Apple is probably the most resilient brand, more so than other brands in overcoming supply chain issues and macroeconomic challenges."
South Korea's Samsung Electronics had been at the top of the smartphone market for 12 years, but Apple usurped its position last year. However, in just one quarter, Samsung regained the top position.
Popal said that "Samsung's return to the top is also very important." She said this year she expected Samsung's Android operating system to grow twice as fast as Apple's iOS.
This was because Android now had more room to grow after seeing a big decline over the past few years.
According to IDC, global smartphone shipments in the January-March period totaled approximately 289 million units, an increase of 7.8% from the same period last year. This showed that the smartphone market was re-emerging after overcoming the macroeconomic hardships of the past two years.
Samsung's market share was approximately 20.8%. Apple followed with 17.3%. China's Xiaomi likewise was 14.1%.
IDC said in its latest report that while Apple and Samsung would continue to maintain their dominant positions in the market, but Chinese players such as Xiaomi and Huawei could quite likely to continue to make a comeback. Chinese consumers who once considered Apple were now turning to Chinese brands.
China remained important to Apple, its largest market after the United States. Apple was offering discounts in China so as to boost sales.
So, Apple
is losing momentum in the Chinese market. In China, Apple sales in the past few
months have been hurt due to domestic nationalism, a tough economy and
increased competition. It seems that to do business in China is getting more
difficult.
Note:
1. According to IDC web-site, Nabila Popal is
Research Director with IDC's Worldwide Tracker team that is specializing in
Mobile Phones, PC Monitors and other consumer devices. Ms. Popal is responsible for the global
research, and quality and timely delivery for her respective technologies, by coordinating
with regional and worldwide research teams.
(https://www.idc.com/getdoc.jsp?containerId=PRF004267)
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